Sunbelt Securities
$1.6B Assets Reported
3,115 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 1,351,473 | $229M | 14.5% |
| NVDA | NVIDIA CORPORATION COM | 299,607 | $52M | 3.3% |
| AAPL | APPLE INC COM | 126,284 | $32M | 2.0% |
| MSFT | MICROSOFT CORP COM | 78,521 | $29M | 1.8% |
| AVGO | BROADCOM INC COM | 82,762 | $26M | 1.6% |
| IAU | ISHARES GOLD TRUST | 253,669 | $22M | 1.4% |
| QQQ | INVESCO QQQ TRUST SERIES I | 38,321 | $22M | 1.4% |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 744,512 | $22M | 1.4% |
| IVW | ISHARES S&P 500 GROWTH ETF | 183,413 | $21M | 1.3% |
| IVV | ISHARES CORE S&P 500 ETF | 31,243 | $20M | 1.3% |
Track Sunbelt Securities's 13F portfolio: $1.6B in reported holdings, 3,115 positions. Top holdings, AUM, and quarterly changes on SentiSense.